Forum Financial Management’s Raymond James Financial RJF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-4,503	Closed	-$723K	–	845
2025 Q4	$723K	Hold	4,503	–	–	0.01%	333
2025 Q3	$777K	Buy	4,503 +1	+0%	+$166	0.01%	300
2025 Q2	$690K	Buy	4,502 +1	+0%	+$143	0.01%	303
2025 Q1	$625K	Sell	4,501 -506	-10%	-$78.5K	0.01%	295
2024 Q4	$778K	Hold	5,007	–	–	0.01%	253
2024 Q3	$613K	Buy	5,007 +1	+0%	+$117	0.01%	275
2024 Q2	$619K	Buy	5,006 +32	+0.6%	+$3.95K	0.01%	253
2024 Q1	$639K	Sell	4,974 -101	-2%	-$11.8K	0.01%	265
2023 Q4	$566K	Hold	5,075	–	–	0.01%	261
2023 Q3	$510K	Buy	5,075 +15	+0.3%	+$1.59K	0.01%	280
2023 Q2	$525K	Buy	5,060 +10	+0.2%	+$928	0.01%	281
2023 Q1	$471K	Sell	5,050 -883	-15%	-$93.5K	0.01%	279
2022 Q4	$634K	Hold	5,933	–	–	0.02%	202
2022 Q3	$586K	Hold	5,933	–	–	0.03%	196
2022 Q2	$530K	Buy	5,933 +1,270	+27%	+$124K	0.03%	224
2022 Q1	$512K	Hold	4,663	–	–	0.02%	237
2021 Q4	$468K	Buy	+4,663	New	+$461K	0.02%	267